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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $1.0B AUM 416 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 169 Added 138 Reduced 26 Exited
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDR ISHARES TR 37,172.0 $901K 0.09% -11K -23.0% $24.23 -0.1%
62 CB CHUBB LIMITED Financial Services 2,510.0 $855K 0.08% -613.0 -19.6% $340.79 +1.3%
63 DON WISDOMTREE TR 14,797.0 $836K 0.08% -221.0 -1.5% $56.52 +3.0%
64 LQD ISHARES TR 7,592.0 $828K 0.08% -1K -14.2% $109.07 -3.0%
65 FV FIRST TR EXCHANGE TRADED FD 9,903.0 $751K 0.07% -52K -84.0% $75.88 -3.8%
66 LOW LOWES COS INC Consumer Cyclical 3,375.0 $744K 0.07% -88.0 -2.5% $220.47 -2.2%
67 DECW AIM ETF PRODUCTS TRUST 19,983.0 $712K 0.07% -134.0 -0.7% $35.65 +1.7%
68 SPYM SPDR SERIES TRUST 7,560.0 $664K 0.06% -7K -49.4% $87.88 +2.8%
69 JEPI J P MORGAN EXCHANGE TRADED F 10,424.0 $589K 0.06% -151.0 -1.4% $56.48 +2.4%
70 SPRY ARS PHARMACEUTICALS INC Healthcare 73,260.0 $587K 0.06% -3K -3.9% $8.01 -21.3%
71 DDFN INNOVATOR ETFS TRUST 28,683.0 $576K 0.06% -217.0 -0.8% $20.08 +1.4%
72 ATO ATMOS ENERGY CORP Utilities 3,326.0 $573K 0.06% -162.0 -4.6% $172.29 -1.0%
73 CVS CVS HEALTH CORP Healthcare 5,401.0 $559K 0.05% -370.0 -6.4% $103.45 -8.3%
74 CMI CUMMINS INC Industrials 779.0 $556K 0.05% -217.0 -21.8% $713.34 -13.0%
75 J P MORGAN EXCHANGE TRADED F 10,780.0 $545K 0.05% -619.0 -5.4% $50.57
76 RSP INVESCO EXCHANGE TRADED FD T 2,537.0 $540K 0.05% -9K -78.9% $212.79 +3.3%
77 EWJ ISHARES INC 5,652.0 $527K 0.05% -389.0 -6.4% $93.28 +2.2%
78 FITB FIFTH THIRD BANCORP Financial Services 9,167.0 $517K 0.05% -619.0 -6.3% $56.37 +1.6%
79 RTX RTX CORPORATION Industrials 2,701.0 $513K 0.05% -287.0 -9.6% $189.75 +18.8%
80 F FORD MTR CO Consumer Cyclical 35,403.0 $492K 0.05% -3K -7.8% $13.90 +0.2%
Page 4 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 16.7%
Industrials 9.7%
Consumer Cyclical 9.4%
Communication Services 8.5%
Healthcare 7.7%
Energy 4.9%
Consumer Defensive 3.8%
Utilities 3.4%
Real Estate 1.3%